In Practice July 11th, 2023 Cogent: Advisers Should Lean Into 401(k) Cost-Cutting Conversations A new Cogent report shows plan sponsors are more likely to direct heightened scrutiny, including cost-cutting, toward their retirement plans.
In Practice July 10th, 2023 Annuity Consultants Tout SPIAs as Best Income Option Michelle Richter-Gordon and Mark Chamberlain are seeking adviser feedback on a digital guide touting the virtues of single premium immediate...
Practice Management July 3rd, 2023 Best Practices for Scaling a Retirement Advisory Firm Growing a practice isn’t easy, especially amid a tight labor market. What are some best practices in growing a retirement...
Practice Management July 3rd, 2023 The Business Benefit to Succession Planning Planning for the future of a retirement plan or wealth advisory isn’t just about the years ahead—it can help drive...
In Practice June 30th, 2023 How to Protect Retirement Savings Online Individuals should register on their recordkeeper’s website and regularly monitor online retirement accounts, according to the DOL’s Lisa Gomez.
In Practice June 27th, 2023 Experts: Plan Committees Need Consistent Focus on Cybersecurity Communicating digital safeguards to participants and engaging IT teams are key, experts said at the PLANSPONSOR National Conference.
In Practice June 26th, 2023 Are Your Clients Insured Against Cyber Threats? Experts share tips for how plan sponsors can protect themselves from the increasing threat of cybersecurity attacks and evolving litigation.
In Practice June 21st, 2023 New 401(k) Plan Market Offers ‘Blue Ocean’ for Retirement Advisers Vestwell’s director of plan design makes the case for advisers to work on small plans, while Sallus Retirement growth officer...
In Practice June 20th, 2023 Know Your GLWBs: Assessing Annuity Vehicles as In-Plan Income Options In-plan guaranteed retirement income options are much discussed, but less often implemented. Here are resources for evaluating and implementing the...
In Practice June 20th, 2023 Emotional Needs Outweigh Financial for People Working With FAs People more often turn to advisers for coaching and piece of mind than for specific financial needs, according to new...
In Practice June 14th, 2023 TIAA Research: Retirement Plan Advisers Target Efficiency Advisers are looking for maximum efficiency while broadening their range of products and services.
In Practice June 13th, 2023 As Health Care Regs Tighten, Retirement Advisers May Have a Role Retirement plan advisers can assist peers with health care plan sponsor fiduciary rules, according to some industry players.
In Practice June 12th, 2023 Top Retirement Plan Advisers Weigh In on Potential, Pitfalls of SECURE 2.0 PLANADVISER’s top retirement adviser pulse survey finds optimism about the legislation, alongside a healthy dose of questions and advice for...
In Practice May 31st, 2023 House Passes Small Entity Update Act to Evaluate Size Cutoff for Advisories The bill would require the SEC to study and update its definition of ‘small entity,’ which could significantly impact independent...
Practice Management May 31st, 2023 The Good Old Days: Was the Pension Era Really as Good as Its Reputation? Experts point out the flaws in the often lauded 'pension past,' while discussing the benefits and potential of the 401(k)...
Practice Management May 31st, 2023 The ‘Other’ Retirement Income? Pair Passion With Part-Time Work, Experts Say The stark reality for many Americans is that Social Security and savings may not be enough to meet their retirement...
In Practice May 23rd, 2023 CFP Board Outlines Best Practices to Retain Diverse Talent A report on ‘creating DEI-driven culture’ encourages firms to articulate a vision, ensure equitable hiring and offer leadership development.
In Practice May 23rd, 2023 As States Add Retirement Programs, Private Providers See Growth This month, Minnesota and Missouri brought the count of state-facilitated retirement plans to 18. Small business providers say state engagement...
In Practice May 16th, 2023 Advisers Managing Heightened Retirement Plan Committee Turnover With job turnover rates remaining high, advisers discuss how to manage retirement plan committee churn.
In Practice May 10th, 2023 In-Person Client Meetings Return as Pandemic Dims, Volatility Remains A recent survey shows that advisers are doing more in-person meetings amid overall increased client touchpoints.